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Accounts Table
Complete Chart of Accounts from Xero. View all GL accounts with their codes, types, and status.
Use it to get the full chart of accounts into a sheet you can filter by type, class or status, whether for mapping, reconciliation, or as the account list behind XO.BALANCE formulas.
How to export the chart of accounts
- Open the XO Report task pane and click Tables and Reports.
- Choose Accounts.
- Pick the organisation (this step is skipped when only one is connected), then turn on Include Archived at the options step if you need retired accounts too.
- Click Insert Table. The full list lands on a new sheet named “Accounts”.
Filters
Include Archived
Toggle to include archived accounts. By default, only ACTIVE accounts are shown.
Output Columns
| Column | Description |
|---|---|
| Code | GL account code (e.g., "4000", "200") |
| Name | Account name |
| Type | Account type (BANK, CURRENT, FIXED, etc.) |
| Class | Account class (ASSET, LIABILITY, REVENUE, EXPENSE, EQUITY) |
| Status | ACTIVE or ARCHIVED |
| Description | Account description |
| TaxType | Default tax code |
| BankAccountNumber | Bank account number (if bank account) |
| BankAccountType | Bank account type |
| CurrencyCode | Currency code |
| ReportingCode | Reporting code |
| ReportingCodeName | Reporting code description |
| EnablePayments | Whether payments enabled |
| ShowInExpenseClaims | Expense claim visibility |
| AccountID | Xero unique identifier |
Plus OrgID, OrgName, and Timestamp columns.
Tips
- Use Excel filters to find accounts by Type or Class
- Check the Status column to identify archived accounts
- Reference account codes for use in XO.BALANCE formulas